I have gained over 30 years of experience in the financial services industry. With 10 years employed as an IFA. throughout this time I have developed and build relationships with high net worth clients advising them on complex products including wealth structuring, inheritance tax planning and long term care.I have an expert knowledge of investments and protection with an excellent understanding of the industry.Prior to this I spent 10 years in South Africa before returning home and serving in the Royal Navy .I am qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers; known as restricted advice service
Lee Dunkley Wealth Management Limited
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DirectorLee Dunkley Wealth Management Limited May 2020 - PresentUnited KingdomBespoke financial planning
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Financial Advisor Dip CiiRbs Mar 2003 - Dec 2014 -
Financial AdvisorLloyds Banking Group Mar 2001 - Mar 2003
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Financial AdvisorHsbc 1998 - 2001
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Financial AdvisorHambro Assured 1995 - 1998
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Financial AdvisorPrudential Financial 1992 - 1995
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Financial AdvisorNationwide Insurance 1990 - 1992
Lee Dunkley Dip.Cii Skills
Lee Dunkley Dip.Cii Education Details
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Durban Institute Of Technology -
Pinetown High School
Frequently Asked Questions about Lee Dunkley Dip.Cii
What company does Lee Dunkley Dip.Cii work for?
Lee Dunkley Dip.Cii works for Lee Dunkley Wealth Management Limited
What is Lee Dunkley Dip.Cii's role at the current company?
Lee Dunkley Dip.Cii's current role is Appointed representative of M&G Financial Planning Ltd.
What schools did Lee Dunkley Dip.Cii attend?
Lee Dunkley Dip.Cii attended Durban Institute Of Technology, Pinetown High School.
What skills is Lee Dunkley Dip.Cii known for?
Lee Dunkley Dip.Cii has skills like Financial Services, Inheritance Tax Planning, High Net Worth Individuals, Wealth Management, Investment Advisory, Banking, Fixed Income, Bonds, Private Banking, Income Protection, Relationship Management, Long Term Care.
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